Hermes Feedback

Hi all,

Just a few points from me having had the chance to play around with the tool for a while. Do let me know if anything is unclear.

Landing Page after login to be the new reports page

Move the Run report button to the bottom of the page, of have the sidebar scroll down as you scroll down and change the filters

Rename Asset category to Asset Class

Definitions button on report page – not quite sure what I am looking at in the export when I have Report rank in the Statistics bar

When I have distribution channel in group rows (I just get unspecified?)

Have “Report display settings” and “Statistics” as a multiple click dropdown menu? Instead of having to click into their search bars to bring up the stats.

For the “i” where it gives information, maybe have this as a button to press as sometimes when I hover over it, the definition doesn’t appear straight away

Charting function instead of excel download

Be able to group rows by – any of the filters i.e. domicile, product types, wrappers etc

When having more that one statistic, have them one after another.. so Jan – June 2024 net flows and then Jan to June 2024 gross flows etc.. instead of grouped together

Auto width columns after exporting

For time periods – be able to select trailing figures i.e. YTD,1Y/3Y/5Y etc as well as monthly, quarterly etc

Add a filter for vehicle? i.e. mutual fund/ETF etc